SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

850 hedge funds and large institutions have $18.4B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 359 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+12
Holders Change %
+1.43%
% of All Funds
12.32%
Holding in Top 10
137
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.79%
% of All Funds
1.99%
New
95
Increased
359
Reduced
288
Closed
70
Calls
$12.2M
Puts
$366K
Net Calls
+$11.9M
Net Calls Change
-$2.54M

Top Buyers

1
LPL Financial
LPL Financial
California
+$107M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$85.8M
3
MYIA
Mount Yale Investment Advisors
Colorado
+$68.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.2M
5
OWA
Octavia Wealth Advisors
Ohio
+$66.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$447M
2
Morgan Stanley
Morgan Stanley
New York
-$374M
3
Osaic Holdings
Osaic Holdings
Arizona
-$216M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$206M
5
HI
Horizon Investments
North Carolina
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
551
Diversified
Delaware
$551K +$551K +10,997 New
TCM
552
Twin Capital Management
Pennsylvania
$540K +$1.75K +35 +0.3%
SWMG
553
Sanchez Wealth Management Group
Florida
$539K -$24.5M -488,488 -98%
IAN
554
Integrated Advisors Network
Texas
$527K -$10.1K -202 -2%
FI
555
Financial Insights
Washington
$525K -$10.3K -205 -2%
TI
556
Truepoint Inc
Ohio
$519K +$519K +10,368 New
NB
557
NBT Bank
New York
$516K +$493K +9,845 +2,131%
SCA
558
Snowden Capital Advisors
New York
$515K +$13.4K +267 +3%
CS
559
Crescent Sterling
Louisiana
$515K +$1.75K +35 +0.3%
HSA
560
HBK Sorce Advisory
Pennsylvania
$507K +$507K +10,129 New
CIBC World Market
561
CIBC World Market
Ontario, Canada
$507K +$264K +5,271 +109%
CIC
562
Carnegie Investment Counsel
Ohio
$506K +$10K +200 +2%
HIP
563
HUB Investment Partners
Texas
$504K +$244K +4,868 +94%
SIA
564
Schechter Investment Advisors
Michigan
$502K -$15.8K -316 -3%
CFS
565
Coordinated Financial Services
Colorado
$501K +$501K +10,001 New
SMA
566
Sage Mountain Advisors
Georgia
$495K +$254K +5,063 +105%
WAG
567
Wallace Advisory Group
California
$490K -$47.5K -1,019 -9%
SA
568
SpiderRock Advisors
Delaware
$487K +$487K +10,000 New
Citigroup
569
Citigroup
New York
$485K +$452K +9,030 +1,370%
JCM
570
Jacobi Capital Management
Pennsylvania
$485K -$8.36M -166,845 -95%
AWA
571
Arbor Wealth Advisors
Michigan
$483K – – –
HAS
572
HBW Advisory Services
California
$479K – – –
SB
573
Strategic Blueprint
Georgia
$479K +$80.7K +1,610 +20%
MW
574
MBL Wealth
North Carolina
$475K +$64.2K +1,282 +16%
IF
575
Ironwood Financial
Arizona
$473K +$5.81K +116 +1%
21 22
23
24 25